Ideas & Enhancements

1 Vote

As it was in Needles, have neos automatically calculate the attorneys fee for any settlement offer and have that attorneys fee appear in the list of expenses/credits/fees under the expense tab

In Needles, to calculate an attorneys fee you put created a "dtf" then a pop up box would allow you to put in the rate (the amount of the settlment) the period (the percentage fee, eg, 33.33333%) and then press enter and it would calculate the fee...

Created 23 Sep 16:10

0
1 Vote

Auto Populate the Add Payment entry with the amount due

Most of the time, when we make a payment it will be for the total amount due. There it will save keystrokes if that amount was the default in the "Amount" space. Alternatively, leave the "amount" space blank so that the Due amount can be more easi...

Created 22 Sep 21:26

0
1 Vote

Value Tab Payment/Adjustment Color in list view

The payment/adjustment color coding is very similar in color in the list view - would like for it to be changed to totally opposite colors

Created 22 Sep 18:51

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1 Vote

Add Check Number (known as "Reference" in Neos) as a column choice in the Value Screen

When reviewing the value screen notes there is not an option to add the check number (aka Reference) that paid an expense while in the list view. You must click into the value item to view the check number under the transaction section.

Created 22 Sep 17:11

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2 Vote

Cloud - Add Visual indicator showing Report has been edited from defaults

Add a visual indicator that would show that a report has been edited from the Report Editor. This would allow a firm to know when reports were missing their own custom filter setup.

Created 19 Jul 14:05

General

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1 Vote

Neos Reports Functioning Like Needles Report

Have the Neos System reports function and look like the Needles reports with the Legacy Option.

Created 15 Sep 15:59

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1 Vote

Value tab drop downs

Requesting that we change the dropdown when creating a new transaction back to the way it was prior to the July update. She would like it to go back to when someone makes a payment to them, it can still be marked in the system as a payment, not an...

Created 13 Sep 18:07

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2 Vote

Neos/QB: Restrict Account Listing

The quickbooks integration currently lists EVERY account in the company file. We should be able to select the "user-facing" accounts, for privacy and security purposes.

Created 24 Jun 15:14

Accounting Integrations / Integrations

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1 Vote

Add Notes Section to the Work Tab

adding a note section to the work tab would be great.

Created 07 Sep 16:26

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2 Vote

Needles Today: Show Future Items

Needles Today can only view items that are either overdue or due today. It would be great if we could see 30 days ahead in Needles today, just to see what is coming up.

Created 16 Jun 21:53

Checklist

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